Firm
ClientFirst Wealth Management, LLC
Little Rock, Arkansas
Fee-only
ClientFirst Wealth Management, LLC at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 54 individual clients, 45 of them high net worth.
- Its average account is about $2.9 million (assets it manages divided by its 105 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | clientfirstwm.com |
| [email protected] | |
| Phone | (501) 603-0406 |
ClientFirst Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| Asset-based fee | 0.48% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"About $ 13.15 a day, or $ 4,800 a year." source
"members who want help managing assets pay a 0.48% asset management fee" source
"members who want help managing assets pay a 0.48% asset management fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $303 million |
| Individual clients | 9 |
| High-net-worth clients | 45 |
| Accounts managed | 105 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-67589) |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 120286 |